Invite your team

Send an invitation

1. Open Settings → System Settings → People and select Invite User.
2. Enter the team member's First Name, Last Name, and Email Address.
3. Choose a Role that matches the access the person needs.
4. Select Send Invitation. Ask the team member to open the invitation email and follow the link.

Verify access

Check the invitation status on the People tab. Once the team member accepts, ask them to sign in and confirm that they can open the workspace and the modules they use.

Video walkthroughs

The video shows an earlier settings layout. In the current version, open Settings → System Settings → People.

• Add a new user to BizAI